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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,108 | $29,716-96.3% | $56,077-98.0% | $80,925-98.6% |
| Participation rate | 51.6% | 41.7%+9.9pp | 52.5%-0.9pp | 67.7%-16.0pp |
| Annual return | 13.73% | 35.30%-21.6pp | 1709.28%-1695.5pp | 35.65%-21.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $461 | $1,228-62.5% | $1,954-76.4% | $4,299-89.3% |
| Admin fee / account holder | $132 | $2,432-94.6% | $2,825-95.3% | $6,940-98.1% |